Los Angeles local probate form — Status Report of Administration by Personal Representative of the Estate (LASC PRO 039)

Source: https://lascpubstorage.blob.core.windows.net/forms/Forms%20Comprehensive%20List/LASC%20PRO%20039.pdf

NAME AND ADDRESS OF ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NUMBER FOR COURT USE ONLY

TELEPHONE NO.:

E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF LOS ANGELES COURTHOUSE ADDRESS:

CASE NAME:

CASE NUMBER:

STATUS REPORT OF ADMINISTRATION HEARING DATE:
BY PERSONAL REPRESENTATIVE OF THE ESTATE DEPT: TIME:

Petitioner, _____________________________, is the personal representative of the decedent and alleges the following: (Name) 1. Decedent’s date of death: __________________________. 2. Letters testamentary/letters of administration for no limited or full IAEA were issued on: _____. 3. Bond was waived or Petitioner has filed a bond in the amount of $. 4. All persons entitled to notice of the petition are listed in Exhibit A attached hereto, including persons who have requested special notice. Notice has been given on the mandatory JC form DE-120 which contains language pursuant to probate Code section 12200 regarding the right to petition for an accounting. 5. Is a federal estate tax return required? Yes No 6. What is the condition of the estate? Answer yes or no to each of the following: Yes No __ a. Has Petitioner performed all required duties as personal representative? b. Has notice to all known or ascertainable creditors been given? c. Have all known debts of the decedent been paid? d. Have all known administration costs incurred to date, except for compensation to the personal representative and the personal representative’s attorney, been paid? e. Is the estate solvent? f. Has a Final Inventory & Appraisal been filed? g. Has real property been sold or will be sold? h. Have any creditors’ claims been filed? i. If the answer to “h” is yes, have all claims been allowed? j. Is there any pending litigation involving the estate?

7. Provide a brief status of the administration of the estate. If the answer is no to any of the above questions, please provide an explanation:

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SCLAC PRO 039 Rev. 04/26 For Optional Use

Case Name: Case Number:

8. How much additional time is needed to complete administration of the estate? Explain.

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PRAYER: Petitioner requests authority to continue administration of the estate until __________________________ . (Date)

Dated: _______________________________________________ (Type or Printed Name of Petitioner)

SIGN

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(Signature of Petitioner)

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(Name of Attorney)

SIGN

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(Signature of Attorney for Petitioner)

VERIFICATION

I, _________________________ , declare as follows: (Petitioner) 1. I am the Petitioner in the above-entitled matter. 2. I have read the foregoing petition and I certify that the same is true of my own knowledge, except as to those matters which are stated on information and belief, and as to those matters, I believe them to be true. 3. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Executed this day of _______ day of ___________, ________ at __________________________ (day) (month) (year) (City, State)

SIGN _____________________________________________________________________________ (Signature)

STATUS REPORT OF ADMINISTRATION

SCLAC PRO 039 Rev. 04/26 For Optional Use Probate Code § 12200

Case Name: Case Number:

EXHIBIT A
PERSONS ENTITLED TO NOTICE
(Include persons who have requested special notice.)

Name Address Relationship

IMPORTANT: Notice of the hearing on this Status Report must be given to all persons interested in the estate in the manner required by Probate Code section 12201(b). That notice must be provided using Judicial Council form DE-120 with the box checked in item 1 where the form states that “The filing is a report of the status of a decedent’s estate administration made under Probate Code section 12200. See the NOTICE below.”

STATUS REPORT OF ADMINISTRATION

SCLAC PRO 039 Rev. 04/26 For Optional Use Probate Code § 12200